Private Banking Client Servicing Associate

RECRUIT EXPRESS PTE LTD; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

RECRUIT EXPRESS PTE LTD in Singapore is seeking Support Client Advisors / Relationship Managers to service Private Banking clients and ensure timely execution of client requests and transactions. You will assist with day-to-day servicing, respond to queries, and coordinate with internal stakeholders to resolve issues.

The role involves processing banking and investment transactions, account openings, onboarding, and documentation preparation, while maintaining regulatory compliance and high

Qualifications

• Diploma or degree in any discipline.
• 1 year of relevant Private Banking/Wealth Management/Banking Operations/Client Servicing experience preferred.
• Experience supporting Relationship Managers/Client Advisors/high net worth clients is advantageous.
• Good understanding of banking products, investment transactions and account servicing processes.
• Meticulous and organised with strong attention to detail and ability to process transactions accurately in a fast-paced environment.
• Strong interpersonal and communication skills; comfortable interacting with clients and internal stakeholders.

Responsibilities

• Support Client Advisors / Relationship Managers in servicing Private Banking clients; ensuring timely and accurate execution of client requests and transactions.
• Assist with day to day client servicing; attend to client queries and coordinate with relevant internal stakeholders to resolve enquiries and service issues promptly.
• Process banking and investment transactions accurately and within required timelines; including Post Executed Trades (PET), account opening and onboarding, static data maintenance, asset transfers, deposits and loan related transactions.
• Prepare and collate client documentation, account information, reports and other materials required by the Client Advisors / Relationship Managers.
• Follow up with clients on documentation, transaction instructions and outstanding matters where required.
• Coordinate closely with internal teams including Operations, Compliance and other support functions to facilitate smooth transaction processing and client servicing.
• Provide administrative and operational support to the team to ensure a high standard of client service.
• Ensure all activities comply with applicable regulatory requirements, internal policies and procedures; elevate exceptions or service issues to the relevant stakeholders where necessary.
• Assist in any other duties as assigned

Skills

Interpersonal communication

Attention to detail

Organisational skills

Client servicing

Team coordination

Education

Diploma or Degree in any discipline

Job description

RECRUIT EXPRESS PTE LTD in Singapore is seeking Support Client Advisors / Relationship Managers to service Private Banking clients and ensure timely execution of client requests and transactions. You will assist with day-to-day servicing, respond to queries, and coordinate with internal stakeholders to resolve issues.

The role involves processing banking and investment transactions, account openings, onboarding, and documentation preparation, while maintaining regulatory compliance and high